Line Items module

How it works

• Displays a responsive table of the quote’s line items, optionally split into “due now” and “due later” rows when there are future‑dated charges.
• You choose which columns to show (up to 6). Each column can be a built‑in option (e.g., Item & description, Quantity, Unit price, Total) or a CRM Product property.
• Currency, numbers, and dates are formatted for the buyer’s locale. Discounts and line‑item tax info are shown where applicable. You can also show a “Payment starts” note for items that begin in the future.

Configuration

• Columns (repeatable, up to 6)

  • Column title: The heading text for the column.
  • Use additional product property: Toggle ON to pick from built‑in options; OFF to pick a CRM Product property.
  • Built‑in options (when the toggle is ON):
    • Item & description: Shows the product name plus description. If “Payment starts” is enabled and the item is due later, a start‑date message appears beneath.
    • Billing frequency (recurringbillingfrequency): Shows a readable frequency (e.g., Monthly, Annually).
    • Item quantity: Shows the quantity, with locale‑aware number formatting.
    • Unit price (price): Shows the unit price (currency formatted) plus the frequency suffix when applicable.
    • Total (amount): Shows the total (currency formatted). If there’s a discount, a follow‑up line clarifies the post‑discount total. If taxes exist for the item, a tax note is included. If the item has a term or a specific payments count, a short duration line is shown.
    • Start date (hs_recurring_billing_start_date): Shows a formatted start date.
    • Unit discount (discount): Shows discount either as a percent (e.g., 25%) or a currency amount, when present.
    • Term in months (hs_term_in_months): Shows the numeric term value for the product.
  • CRM Product property (when the toggle is OFF):
    • Pick any Product property from your CRM. The module will auto‑format known types:
      • Currency properties: shown as currency for the current locale.
      • Number properties: shown with locale‑aware number formatting.
      • Date properties: shown as a localized date; date vs datetime chooses an appropriate timezone.
  • Tip: You can add, remove, reorder, and rename columns at any time. The default setup uses 5 columns: Item & description, Billing frequency, Quantity, Unit price, Total.

• Line item subheadings (for grouping)

  • Due now text: Heading that appears above items due immediately (default “Items due now”).
  • Due later text: Heading above future‑dated items (default “Items due later”).
  • Background color: Optional highlight color for these subheading rows.
  • Font style: Defaults to bold. Size and font face are fixed to keep styles consistent.

• “Payment starts” helper

  • Display payment start date: When enabled, future‑dated items will show a short note below the item (e.g., “Payment starts: Oct 12, 2025” or a relative delay like “Payment starts: 30 days after initial payment”).

What’s fixed

• Default copy strings (frequency labels, discount/tax snippets, “for X months/years”, etc.) are bundled as locked fields and translated via the module’s locales. They’ll render automatically in the buyer’s language.

Limitations/caveats

• Requires a quote context with line items. If the deal associated with the quote doesn’t supply them, the table won’t render.
• How CRM Product properties display depends on their definitions (number/date/currency). If a property is mis‑typed in CRM, formatting may be impacted.
• Subheadings (“due now” vs “due later”) only appear when both present and future items exist.
• Line‑item taxes display only if taxes are present for the items; the exact phrasing adapts to whether a shared tax label exists.
• Mixed currencies are not supported.